Michelle Frazier is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2009. She serves on the Board of Directors for the Carrollwood Landings Homeowners Association in Tampa, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on income sustainability and tax-aware withdrawal strategies.

Armando Rojas is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. He previously worked for CUNA Brokerage Services, Inc. for 20 years and has been affiliated with Suncoast Schools Federal Credit Union since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Sean Maguire is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corp and FSC Securities for over two decades. Outside of his advisory role, he serves as Senior Vice President of Business Growth and Operations at Nettuno Group and owns a consulting firm, Strategic Advisory. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Matthew Camillone is a Series 66 licensed advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. Before joining Morgan Stanley, he worked at Northwestern Mutual and has held various roles spanning education and business enterprises. Outside of financial services, he is involved with Brick House Tavern/Landray's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and structured discovery processes.

Dylan Snyder is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. outside of his current role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and multiple portfolio management styles.

Doreen Connolly is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she has served as president of a parent group for a performing arts academy and was the president of a nonprofit organization called The Krewe of Ann Jeffrey. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Alex Manero is a financial advisor with Fidelity who holds a Series 66 designation and has eight years of industry experience. He previously worked at Morgan Stanley and Regions Bank before joining Fidelity. Outside of his advisory role, Manero is involved in community governance as president of a homeowner association and as a supervisor for a community development district in Tampa, Florida, and operates a mystery shopping and auditing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios comprised of mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Lawrence Sizeler is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He worked at First Southeastern Securities Group, Incorporated for 21 years prior to joining Wells Fargo Clearing in 2022. He also serves as a power of attorney for his spouse, dedicating a few hours monthly to this role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Agata Springstead is a CFP® and Series 66 registered financial advisor with Edward Jones, bringing eight years of industry experience. She previously worked at JP Morgan Chase for twelve years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Margaret Letchworth is a Series 65-licensed financial advisor with LPL Financial, bringing 22 years of industry experience. She previously worked for CUNA Brokerage Services, Inc. for 18 years and has been associated with Suncoast Schools Federal Credit Union for over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies through a large network of advisors.

Lee Hunter is a financial advisor based in Tampa, FL, affiliated with Morgan Stanley. He holds the Series 66 designation and has 30 years of industry experience, including over two decades at Ameriprise prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Dale Langefels is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. His prior work includes 15 years at TD Ameritrade and roles at Charles Schwab and Co., Inc., as well as Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory's wrap fee program and affiliated managed-account and planning services. The firm offers a combination of non-discretionary and discretionary investment options, employing multi-asset model portfolios and centralized custody and operational support.

Scott Seifer is a Series 66 licensed financial advisor with Edward Jones in Tampa, FL, bringing four years of industry experience. Prior to joining Edward Jones, he spent 32 years with the Hillsborough County Aviation Authority and served 32 years in the United States Air Force Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sanja Anderson is a financial advisor at Edward Jones in Tampa, FL, with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rudolf Fernandez is a CFP® with 42 years of industry experience, currently affiliated with Robert W. Baird & Company and Nmis. He has been with Robert W. Baird & Company for 26 years and Nmis for 24 years. Fernandez serves on the board of directors for the University Club in Tampa and is a board member and finance committee advisor for Kiwanis Tampa. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, and institutional clients by providing tailored financial planning and portfolio management services that include a range of investment strategies and overlay options.

Raed Jaber is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at BB&T Investment Services, Inc. and Morgan Stanley DW Inc. Outside of his advisory work, he is a co-owner of a rental property in Spring Hill, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Lexi Siracusa is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Palisociety, iRobot Incorporated, Orange Bank and Trust Company, and held roles at The University of Tampa and Aflac Insurance Corporation. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools that incorporate market simulations and return estimates, emphasizing client responsibility for plan implementation.

Devin Richard is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors and Agia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, third-party asset management, and institutional platforms, supported by research-driven and customizable investment strategies.

De Andre Lewis is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Invesco, Raymond James & Associates, Alliance Bernstein, and LPL Financial. Lewis is also involved in managing residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a large network of advisors and branch offices nationwide.

Michael Avadikian II is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, concurrently affiliated with Bank of America, N.A. since 2019. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes a variety of investment management strategies with integrated tax-efficient services and benefits from deep affiliation with Bank of America's broader banking and capital-markets platform.